CAROL G. MURRAY, CPA, JD

Carol has more than 20 years of experience working in the accounting and legal profession and most recently the Wealth Management Department of a national bank. Recognizing her passion for assisting individuals, her practice has focused on estate, tax, wealth, philanthropic, and business succession planning for high net worth individuals and their families.

Carol’s professional experience uniquely positions her to assist family offices and their clients with the stewardship and deployment of family resources.

As Chief Operations Officer of the firm’s Private Family Office practice, Carol is responsible for ensuring prompt responsiveness from Schneider Downs inter-disciplinary service team. The team’s focus is on the provision of customized solutions and fewer transaction-like interactions. Her oversight of the integrated consultative team assures clients that Schneider Downs is thinking about the management of their financial affairs as a whole by harnessing extensive expertise on their behalf.

Education

J.D.—Duquesne University
B.S.—Accounting and Finance, Clarion University of Pennsylvania

Memberships and Associations

Member—American Institute of Certified Public Accountants
Member—Allegheny County Bar Association
Member—Allegheny County Bar Association Women in the Law Committee
Board Member—Pittsburgh I.C.E. (Inclusion Creates Diversity)
Committee Member—Austin’s Playroom Project
Member—Upper St. Clair School District Community Curriculum Committee
Past President—Upper St. Clair PTA Council

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FEATURED

Big Problem: Inefficient Tax Credit Realization.


Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

Joining Schneider Downs in 2004, DOUG MORALLY has more than 14 years of public accounting experience. He serves a variety of clients from not-for-profit, construction, retail, transportation, manufacturing industries and professional services.
One of Doug’s clients, a professional services company, was looking to transition their Research and Development (R&D) study to Schneider Downs to save money and maximize the R&D tax credit. Doug’s team was able to use their expertise to expand the sample of projects reviewed in 2019 and increase the net R&D credit. “This expansion helped identify an R&D tax credit of almost $900,000—almost double what have been identified in previous years,” said Doug. “We were able to help our client save significant money and maximize their R&D tax credit.” Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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